Free tax tool

Download or email your tax checklist

Choose the checklist that fits your situation and get it instantly. This helps you prepare faster and reduces back and forth later.

Tell us a bit about your situation

No obligation. Helpful for faster filing and better preparation.

What this helps you do

Get organized faster

  • ✓See which documents apply to your tax situation.
  • ✓Reduce missing documents and avoid delays later.
  • ✓Prepare before your portal requests begin.

Choose how you want it

  • ✓Download instantly to keep it on your device.
  • ✓Email it to yourself for easy reference later.
  • ✓Use it alongside intake or portal upload steps.
Need help deciding which checklist type to choose? Start with the option that is closest to your primary filing situation. You can always contact us if you are unsure.